See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $15,300 |
LPL FINANCIAL3 years Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $8,108 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,297 | $55,415-45.3% | $155,509-80.5% | $74,495-59.3% |
| Participation rate | 88.0% | 61.9%+26.1pp | 78.2%+9.8pp | 67.2%+20.8pp |
| Annual return | 68.58% | 268.50%-199.9pp | 64.67%+3.9pp | 1364.94%-1296.4pp |
| Employer contribution / active EE | $2,475 | $2,267+9.2% | $4,672-47.0% | $2,623-5.6% |
| Participant deferral / active EE | $1,985 | $2,836-30.0% | $5,626-64.7% | $4,346-54.3% |
| Admin fee / account holder | $115 | $1,738-93.4% | $15,912-99.3% | $1,942-94.1% |